DEPARTMENT OF ENERGY
ENERGY UTILIZATION MANAGEMENT BUREAU
GUIDE
on
Social Preparation
（BAPA Formulation, Operation and Management）
for
Renewable Energy-based Electrification Projects
June 2009
This manual was developed by the Department of Energy (DOE) through the
technical assistance under the Project on “Sustainability Improvement of
Renewable Energy Development for Village Electrification in the Philippines”
which was provided by the Japan International Cooperation Agency (JICA).
TABLE OF CONTENTS
Chapter
Topic
Page
1. Introduction..................................................................................................................... 1
1.1 Background ................................................................................................................ 1
1.2 Purpose and Users of this Guidebook ....................................................................... 1
1.3 How to Use This Guidebook ........................................................................................... 1
2. Process of Renewable Energy Rural Electrification ...................................................... 1
3. Social Preparation........................................................................................................... 4
3.1 What is Social Preparation? ...................................................................................... 4
3.2 Basic Social Preparation Process .............................................................................. 5
(1) Preparatory Phase (3-6 months) ................................................................................... 5
(2) Planning Phase (6-8 months) ....................................................................................... 6
(3) Implementation Phase (3-12 months) ........................................................................... 7
(4) Operation and Monitoring Phase (Continuing) .............................................................. 8
4. Guide for the establishment of Barangay Power Association (BAPA) ........................ 10
4.1 Steps of BAPA formation ......................................................................................... 10
4.2 BAPA organization structure .................................................................................. 11
4.3 Necessary training for BAPA officials..................................................................... 11
4.4 Establish support system to BAPA ......................................................................... 12
5. Guide on BAPA management for Renewable Energy Development ........................... 13
5.1 BAPA Management.................................................................................................. 13
Annex-1 Sample questionnaire......................................................................................... 15
Annex-2 List of AREC ....................................................................................................... 21
Annex-3-1 Sample Monitoring Format (New Installation) ............................................. 23
Annex-3-2 Sample Monitoring Format (Rehabilitation) ................................................. 26
Annex-4 Sample by-laws................................................................................................... 39
Annex-5 Sample Tariff Setting ......................................................................................... 48
Annex-6 Official Registration of BAPA ............................................................................ 54
Annex-7 Simple Bookkeeping and Financial Management ............................................ 58
Annex-8 Safety measures for the use of electricity ......................................................... 62
Figure-1 Process of Implementation Renewable Energy Project
Figure-2 Project Implementation and Social Preparation Activities
Figure-3 Monitoring Flow
Figure-4 BAPA structure for micro-hydro
Figure-5 BAPA structure for solar power
Figure-6 Coordination and Cooperation System
ACRONYMS
1. Introduction
1.1 Background
The Philippine Government pursues rural electrification through its Department of
Energy’s (DOE) Barangay Electrification Program (BEP), a top-priority program aimed
at the following targets:
A.
B.
Achieving a 100% Barangay level electrification rate by 2009
Achieving a 90% household level electrification rate by 2017
As a result of the government’s efforts, the Barangay level electrification rate reached
approximately 97.71% as of December 2008.
Majorities of the people who have no access to electricity live in mountainous areas or
isolated islands, where it is difficult to install distribution lines for electrification.
Therefore, the utilization of decentralized Renewable Energy (RE) such as
micro-hydropower or solar power, for electrification is expected in these areas.
1.2 Purpose and Users of this Guidebook
This Guidebook is intended to assist those who are prospective proponents of
micro-hydro and solar power for rural electrification; entities such as Local Government
Units (LGUs), and Non Government Organizations (NGOs). This guide mainly serves
as a practical road map to facilitate the Barangay Power Association (BAPA) Formation
and BAPA Management of RE development. These organizations are responsible for
system sustainability.
1.3 How to Use This Guidebook
This guidebook is composed of five (5) chapters regarding sustainable development of
RE systems for rural electrification.
This guide has been developed to provide the proper procedures on off-grid RE
electrification projects. It is assumed that the actual implementation arrangements for
a specific Barangay electrification project will be adapted to the actual conditions of the
target areas, as well as the presence of a necessary infrastructure for local manpower
support.
2. Process of Renewable Energy Rural Electrification
Figure-1 shows the process of Renewable Energy Development from the Preparatory
Phase up to the Operation and Monitoring Phase. The proponent/implementer should
carefully consider each factor (i.e. technical, organizational and financial) for each
phase and determine the corresponding responsible entity.
1
Identify RE potential in the area
Demand forecast
Data collection for material procurement Quotation/Canvass)
Identify needs of beneficiaries
Consultation with the potential beneficiaries
Preparatory
Phase
Identify project scale (balance of supply and demand)
Identify scheme of project implementation
3-6 months
Study on social aspect
Basic planning (the lifetime of RE system,
use of electricity )
Financial plan (counterpart share)
RE Development for Rural Electrification
Designing (Civil, E/M, Distribution line)
Procurement and implementation plan
Designing
Planning
Phase
Estimation of project cost
Commitment of counterpart fund share
and support
6-8 months
BAPA formulation
Preparation of BAPA By-law
Electricity tariff setting
Procurement
Construction and installation
Implementation
Implementation
Phase
Make the O&M manual
BAPAs' training
3-12 months
Users' training
Commissioning
Periodic inspection and maintenance
Operation and
Monitoring
Phase
Recording and reporting (technical and social)
Operation and financial management
Continuing
Legend:
: Technical Factor
: Social Factor
:Technical and Social Factor
Figure-1 Process of Implementation Renewable Energy Project
2
Figure-2 shows what a proponent / implementer is required to do in each stage in terms
of social preparation activities. The left flow-chart shows the project’s main activities
and the right flow-chart focuses on the social preparation activities.
Social
Preparation
activities
Project Implementation
activates
Start
Step 1: Preparatory phase
Initial consultation with the communities
(benefit, responsibility of receiving electricity),
Social survey
Identification of Project Site
Coordination with Electric Cooperative and
Local Government Units
Coordination
with
EC,EC,
LGU
Coordination
with
LGU
Site Assessment
Step 2: Planning phase
Continuous consultation with the communities
BAPA, by-laws, Electric Tariff rate
Proposal Preparation
Continuous consultation with the communities
if needed
Acquisition of Approval & Permissions
Step 3: Implementation phase
BAPA formulation
Election of BAPA officers
Finalize by-laws and tariff setting
BAPA training
User's training
BAPA Formulation
BAPA Formulation
Construction
Training
Step 4: Operation and Monitoring Phase
BAPA Operation (Maintain O&M, electric service)
Conduct monitoring by LGU and AREC
Monitoring
Operation & Maintenance
Re-training / Strengthen of BAPA,
if needed
Figure-2 Project Implementation and Social Preparation Activities
3
3. Social Preparation
3.1 What is Social Preparation?
Social Preparation is a time-consuming process containing many steps and procedure
that are not subject to haste involving the community, professionals and officials who
exercise patience and the willingness to take the necessary time and effort to achieve
established goals.
Social Preparation is divided into four (4) phases:
1. Preparatory Phase
2. Planning Phase
3. Implementation Phase
4. Operation / Monitoring Phase
Why social preparation activities are needed?
 Social preparedness for renewable energy system.
 Encourages/builds a sense of ownership among the beneficiaries
 Emphasis on self-support
What are the things that the stakeholders should know about the RE project?
 Benefits, advantages and disadvantages of using electricity
 Function and proper management of the RE system
 Proper use of electricity
 Role of RE development in rural electrification
-Grid extension
-Lifetime of the RE power plant
 Financial factors
- Generation costs
- Operation and maintenance costs
Key Points in conducting Social Preparation:
1. The proponent/implementer encourages the community beneficiaries to
participate in RE project planning, implementation, and management so
that they will be able to engage in the demand-driven processes of the
project.
2. Beneficiaries will be able to use renewable energy in a sustainable and
independent manner.
3. The proponent/implementer seeks the consent and participation of the
community, which further strengthens the Barangay Power Association
(BAPA) formation within the community beneficiaries.
4. For the sustainability and independence of the RE project, the Department
of Energy (DOE) in collaboration with the Local Government Units
(LGUs) and NGOs supports and/or assists the beneficiaries until the
beneficiaries become financially, institutionally, organizationally and
technically independent.
4
3.2 Basic Social Preparation Process
This section will explain the details of each stage. Figure-2 will also assist you in
reading this section.
(1) Preparatory Phase (3-6 months)
The preparatory phase lays down the groundwork for rural electrification (RE) projects.
It consists of institutional preparation, institutional linkage, site selection and validation,
gathering of baseline community data and community mapping. Barangay/Village
acceptance of the program as well as conducting a consultation meeting among
stakeholders is important.
During the consultation meeting with the beneficiaries, the effects and benefits of the
RE project and verification of the electrification are discussed. The beneficiary’s
responsibilities are articulated in the monthly electric tariff intended for the operation,
maintenance and the sustainability of the project.
Furthermore, the aim of the social survey is to gather information to be utilized for
evaluating the setting of the future electric tariff and the Barangay Power Association
(BAPA) formation. (An example questionnaire is in Annex -1. BAPA formation is
described in Chapter 4.)
Criteria for selecting a project site from a social point of view are contingent on whether
or not:
 The potential beneficiaries have a sense of ownership after implementation
of the project
 They accept responsibility for the operation, maintenance and management
of the RE system
 They agree to pay the electricity tariff for continuing service and sustaining
the system
A. Key activities
 Coordination with Electric Cooperative and LGUs
Confirm if the Electric Cooperative (EC) has plans to electrify the target
areas, while the visit to the LGUs is to obtain information and confirm
their support of the project. If the LGU accepts the proposed project, the
proponent/implementer should receive an endorsement from the LGU.
 Demand Survey
How many households are to be electrified?
How many lights per household?
What kind of electric appliances will a typical household use?
Other electricity needs such as street lights, public facilities (churches,
schools, daycare centers) etc.
5
 Socio-economic Survey (RRA)
Capacity-to-pay or Willingness-to-pay the tariff
Socio-economic condition of the area
Management Capability of the Existing organization
 Initial Community Consultation
Information dissemination
Benefits of electricity
*Basic RE system
*Comparison of kerosene to electricity
Roles/responsibilities of beneficiaries
Proper use of electricity (See Annex 8)
Obtain a consensus of proposed programs/projects
Receive a formal commitment from the beneficiaries
Endorsement of LGU
(2) Planning Phase (6-8 months)
The planning phase involves the;
i)
Technical, economic, social and environmental analysis based on the
original project concept;
ii)
Consultations with relevant stakeholders
iii)
Consideration of alternative design options
iv)
Development of a detailed design with related budget and a financing
plan with implementation arrangements
v)
Come up with general agreements and if appropriate, determine local
counterparts
This would require the formation of a local program pertinent to particular needs
coupled with the community’s readiness to accept and support the required technology.
This will also involve an intensive and detailed community-government information
exchange on various aspects of the locally formulated development programs.
In this phase, the formalization of structures/mechanisms on operation and management
(O&M) like the formation of Barangay Power Association (BAPA) will take place.
The BAPA is formed for the operation and maintenance of a power plant. During the
BAPA formation, the drafting of the constitution and by-laws (See Annex-4 Sample
by-laws) and policy formulation will be discussed among members prior to ratification.
The electricity tariff/tariff rate shall be discussed during the consultation activities
among the beneficiaries and the proponent/implementer before starting operations to
ensure stable service and sustain operations and maintenance. (See Annex-5 – Sample
Tariff Setting)
A. Key activities
 Reconfirm / finalize list of households to be energized
6






Identify the stakeholders
Organize BAPA
Drafting and formulation of by-laws
Confirm allocation of budget responsibilities
Electricity tariff / tariff rate setting
Continuous consultations with relevant stakeholders until beneficiaries can
understand the systems and accept their responsibilities
Reminder for the proponent/implementer
 Decide on how you are going to implement the project
 Define the different groups or individuals and the particular roles the
beneficiaries are to play in the project
 Identify who will be responsible for what activity
 Defining and distributing the costs and materials necessary to
implement the project
 Determine when to start project implementation
 Confirm that social conditions and technology are
harmonized/balanced
(Even though there is a good potential for RE in target area, the project
should not be implemented unless beneficiaries are fully ready to
accept it. And demand and supply must be met.)
 Spend time for explanation/training (let the beneficiaries understand
the importance of BAPA management)
(3) Implementation Phase (3-12 months)
Implementation is the stage where all the planned activities are put into action. Before
the implementation of a project, the proponent/implementer should identify their
strengths and weaknesses, opportunities and threats. The strength and opportunities
are positive forces that should be harnessed to efficiently implement a project. The
weakness and threats are hindrances that can hamper smooth project implementation.
The proponent/implementer should ensure that they have the means of overcoming
potential roadblocks.
It is during this phase that the organizational and technical capabilities of the
community are put to the test, and when unexpected events need to be met quickly and
effectively. The experience gained from this implementation phase should be channeled
into improving and strengthening the community’s on-going capacity for partnership
development.
During construction, the proponent / implementer shall provide training to Barangay
Power Association members for BAPA’s operations, maintenance and management.
The proponent can receive BAPA training implementation assistance from DOE and
ARECs. (See Annex-2 List of AREC)
7
A. Key activities
 Initiating the operation and maintenance of the programs
*Practice O&M of the project
*Improve and strengthen BAPA’s skill set
 Formal turn-over of facilities to the community (upon meeting designated
quality, function and output specifications and their maintenance skills
have reached a sufficiently high standard)
 Bringing the monitoring system into full operational status and making
necessary modifications as becomes necessary (technical and social
aspects)
(4) Operation and Monitoring Phase (Continuing)
Monitoring is the routine observation and recording of activities that occur in a given
project or program. It is a process of gathering information that covers all aspects of
the project. To monitor is to check on how project activities are progressing. It also
involves giving feedback about the progress of the project to the proponent/implementer
and beneficiaries of the project.
Monitoring is important to ensure that activities are implemented as planned. This
helps the proponent/implementer to measure how well they are achieving their targets.
This is based on the understanding that the process through which a project is
implemented has a lot of effect on its use, operation and maintenance. If activities are
not going on well, arrangements should be made to identify the problem so that it can be
corrected.
Monitoring provides useful information indispensable to;
 Analyzing the situation in the community and its present project(s)
 Determining whether project input is utilized
 Identifying problems facing the community or project and finding
solutions
 Ensuring that all activities are carried out properly by the right people in a
timely fashion
 Leveraging the lessons absorbed from one project to another
 Determining whether the way the project was planned is the most
appropriate way of solving a present problem
8
DOE, Other
Governmemt &
Donors
Proponent
Electric
Cooperative
Community
LGU / NGO
Hand Over
Turn Over
Feedback
Operation &
Maintenance
Management
Management
T ariff Collection
Monitoring
Monitoring
Bookkeeping
Report
Periodic Report
Dialog with
Dialog
with
Consumers
Repair &
Replacement
Figure-3 Monitoring Flow
There are two existing kinds of project monitoring methods, one is “regular monitoring”
which is done for existing projects, while the other is “rehabilitation monitoring”. For
the monitoring of projects for rehabilitation, gathering of data should be conducted in a
more meticulous fashion, especially in terms of pinpointing the specific cause of the
project’s failure given that it is directly connected to a project’s sustainability.
Annex-3-1, and 3-2 are sample forms for regular monitoring and for rehabilitation.
A. Key activities




Proper operation and maintenance of the system
Tariff collection
Bookkeeping
Periodic reporting
9
Reminder for the proponent/implementer
 Assessing the community and local organization’s improvement and
matching this enhanced capability to possible future commitments
 Provide refresher training
 Identify all training required for the effective creation of the monitoring
and evaluation systems
 Clarify the responsibilities involved in administering the monitoring
system
 Design, establish and operate a built-in monitoring system
 Identify problems which may hamper smooth operations and
maintenance of facilities and other integral activities
 Promptly respond to these problems with the appropriate action and
resources.
4. Guide for the establishment of Barangay Power
Association (BAPA)
What is the Barangay Power Association?
 The BAPA is a group of duly recognized officers and members, held together by
duly approved by-laws under the auspices of a General Assembly. The by-laws
are binding documents which will be used in the operation of the system.
 The concept of organizing a BAPA is introduced in the Planning phase and
should be organized at least 3 months before the start of the power plant
construction.
What is the Role of the BAPA?
 To take care of the operation and maintenance of the RE system including
management of the electricity services in a designated area.
 In-charge of collecting required fees by setting the electric tariff.
 Operation and maintenance of the systems including handling basic repair and
management project issues at the local level.
4.1 Steps of BAPA formation
Organization of BAPA is conducted by the proponent/implementer during the Planning
Phase. The proponent/implementer may seek assistance on how to properly organize
the BAPA from DOE or ARECs. It is essential for the proponent to have a facilitator
who is familiar with community organizing. Below are the required steps and
activities for BAPA organization.
 Coordinate with MLGU and BLGU
 Set the schedule for the Barangay council and general assembly meetings
10
 Conduct the Barangay general assembly meeting
 Discuss the BAPA Constitution and By-Laws, putting emphasis on the
duties and responsibilities of the officers and members
 Election of BAPA officers
 Register with the CDA in order to obtain a legal identity (corporate legal
personality) and open a bank account under the name of BAPA (See
Annex-6 Official Registration of BAPA)
 Set the schedules for financial management, leadership training for BAPA
officers, and technical / management training for operators/technicians
 Conduct leadership, team building, financial management training for
BAPA officers and technical training for operators/technicians.
4.2 BAPA organization structure
Number of each officer depends on how many beneficiaries BAPA takes care of, and
how BAPA operates and maintains the power plant. You can also combine multiple
officers’ roles to minimize personnel. Below is the ideal composition of a BAPA
organization for micro-hydro and solar PV projects.
Figure-4 BAPA Structure for Micro-Hydro Power
Secretary/
Treasurer
Figure-5 BAPA Structure for PV
BAPA Chairman
BAPA Chairman
BAPA Vice
Chairman
BAPA Vice
Chairman
Auditor
Auditor
Collector
Operator
Secretary/
Treasurer
Lineman
Collector
4.3 Necessary training for BAPA officials
Who will be trained?
BAPA officers and members who have sufficient knowledge and skills in the operation,
maintenance, and management of the BAPA will be trained.
Who will conduct the training?
The proponent/implementer and concerned LGUs should be responsible for initiating
(until completion of the project) the conduct of the training before the plant
commissioning. On the job training is necessary for project administration, management
and O & M of the power plant facilities for the BAPA on its actual application. The
supplier in coordination with AREC should conduct the operation and maintenance
training for the operators/technicians on the electro-mechanical equipment and give
assistance in preparing a specific O & M manual for the project.
11
Technician
Types of Training for BAPA:
–
O&M of micro-hydro power plants and Solar PV / BCS
–
O&M of transmission and distribution line
–
House wiring installation and maintenance
–
Organization management, including documentation (reporting)
–
Financial management (Bookkeeping) (See Annex-7 Simple
Bookkeeping and Financial Management)
4.4 Establish support system to BAPA
Even when the electricity tariff is properly collected, once a breakdown occurs in the
system, it is difficult for the BAPA to repair it alone because the amount of funds
available from the association is insufficient. Therefore, a financial and technical
support system should be incorporated for the rehabilitation or improvement of the
project. Likewise, it should be clarified with the MOA which parties will support/assist
BAPA in times of need.
DOE
Supervise
Report
ANEC
LGU
Technical assistance
(Just in case)
Work together
NGO
Conduct Social Preparation
Technical
assistance
M onitoring
Report
M anagement suppor
Request
assistance
Technical assistance
(Just in case)
BAPA
Beneficiaires / Communities
Figure-6 Coordination and Cooperation System
12
5. Guide on BAPA management for Renewable Energy
Development
In order to sustain the long-term operations of the renewable energy systems, the plant
must be operated and maintained properly as specified in the operation and maintenance
manuals. Operators of the plant shall be trained sufficiently and the said manual shall be
prepared prior to the commissioning of the power plant.
As part of the operation and maintenance of the systems, all records shall be kept
properly as future references to be used as important information in researching the
causes of trouble.
5.1 BAPA Management
A good management system is necessary for the sustainable development of renewable
energy projects in rural areas. Therefore, BAPA officers shall be trained properly, and
the constitution and by-laws duly approved by the general assembly shall be strictly
implemented.
BAPA shall manage the system and the association properly ensuring its continuous and
stable operations. Major management activities of the BAPA are as follows:
 Tariff collection
– Main source of funds/income
– Strict implementation of the rules on tariff collection:
 Monthly payment
 Penalties, Charges and Fees stipulated in the approved by-laws
 Disqualification from the organization
 Expenditure
– Set limitation on the nature of expenses
 Direct costs of Operation and Maintenance (repair/replacement of
spare parts)
 Indirect costs related to the operation (supplies, transportation,
honorarium, etc.)
– Expenditure procedure
 Expenditure should be duly approved and signed by authorized
BAPA officer/s
 Bookkeeping
– Proper financial management
– Transparency to the beneficiaries
BAPA has an obligation to keep balance sheets of income and expenditure, and
periodically submit them to the MLGU. The external auditor designated by
MLGU must audit and validate the income and expenses incurred by the
association. BAPA should avoid using collected money for purposes other than
13
designated. Training in proper bookkeeping should also be conducted by the
proponent/implementer.
 Observation of and guidance for proper use of electricity
– Monitor beneficiaries to prevent illegal connections and improper use of
electricity
– Ensure that beneficiaries comply with the rules and regulations
– Impose penalties on beneficiaries who engage in illegal acts.
 Periodic report on O&M and BAPA management
If a given project is funded by the DOE, the proponent/implementer is under
obligation to report the operation and maintenance conditions of the system to
the DOE. On the other hand, the DOE is responsible for monitoring the project
in order to whenever necessary render technical assistance to the operations and
maintenance of the project. The DOE/AREC shall conduct emergency
monitoring activities, if necessary, based on the reports submitted by the BAPA.
 Dialog with beneficiaries
In order to manage the systems, BAPA shall maintain frequent and open dialog
with beneficiaries, and their management activities must be transparent.
The officers of the association shall hold a regular monthly meeting and a
special meeting when urgent matters needing immediate attention arise. The
BAPA Secretary shall serve a notice in writing of regular and special meetings to
each member at least three (3) days prior to the designated date of such a
meeting.
14
Annex 1
Annex-1 Sample questionnaire
Questionnaire for village captain / key informant
Q&A No.
Name of Brgy, Municipal:
Date:
. 200
１． Name of Interviewee: Mr. or Ms.
２． No. of households
5 years ago
Present
5 years ago
Present
Village
３． Population
Village
４． Communication system
1) Cell phone
2) Telephone
3) Others:
５． What organizations exist in your village?
Name of organization:
６． Are there Sari Sari stores in your village?
Yes,
(how many?
)
７． Education (Primary)
15
No,
Annex 1
What is the general percentage of
villagers who graduate from high
school? (%)
８． Do you think the inflow and outflow of migration has increased or decreased in
your village?
Please compare the present situation to 5 years ago.
Inflow of migration:
increase / decrease
Outflow of migration:
increase / decrease
９． Cropping calendar
1
2
3
4
5
6
7
8
9
10
11
12
Rice
Copra
Other
１０．
Daily routine
1) What time do villagers usually wake up?
2) What time do they usually start work (ex. Farming)?
3) What time do they usually retire for the night?
１１．
If the opportunity for electricity use presents itself to you, in the future what kind of
productive/livelihood activities will you engage in?
a: Irrigation pump
e: Handicrafts
b: Sawmill machine
c: Chicken farm d: Rice milling machine
f: Home industry (make cake or bread)
g: Shops
)
i: Other (Please specify):
j: No idea
１２．
In general, what recreational activities do the villagers enjoy?
Thank you for your cooperation!!
16
h: Restaurant
Annex 1
Questionnaire for non-energized household
Q&A No.
Name of , Village, Municipal:
Date:
. 200
Name of Interviewer:
１．
Name of Interviewee: Mr. or
２．
Respondent’s relation to household head:
1) Head
2) Spouse
3) Child
Ms.
4) Parent 5) Brother or sister
6) Son or daughter in law 7) Others, specify
３．
Family Source of Income
Please disclose your main source of household cash income and the total annual
amount.
* Disclosure required for those engaged in agriculture as a profit-yielding
venture however, for those engaged in agriculture solely for personal
household consumption, disclosure is not required.
Items
Check
ﾚ
a. Agriculture
b. Fishery
c. Own business
d. Government employee
e. Migrant labor
f. Private employee
g. Other (remittance etc)
TOTAL (Peso/monthly)
17
Monthly Cash Income (Peso)
Annex 1
４．
Expenditure
Amount
Item
Remarks
Peso/month
A
Food
B
Housing
Housing loan repayment/house rental, etc.
C
Water
Cooking, drinking
D
Irrigation water
Agricultural use.
E
Education
Enrolment / tuition fees, books, uniforms etc.
F
Transportation
Bus fare, oils for your cars/bikes.
G
Health care
Medical treatment, medicines.
H
Social cost
Cash contribution to social events & ceremony
I
Others
Other costs not specified above
TOTAL
(Peso/month)
５．
What are the current energy sources in your household?
b. Unit
a.
Price
Remarks
Amount/month
(Peso)
Liter
1) Kerosene
No. of kerosene
Hours
2) Fuel wood
3) Dry batteries
Purchase cost for lighting. Do not
include for car, bike, tractor, but
include for lamps.
How many kerosene lamps does your
household have?
What time do you usually use it?
Kg
Purchase cost
Pieces
Purchase cost
4) Car battery
Charging cost per unit
Unit
charging
5) Generator
Unit
Purchase cost and a use’s
6) Others
Specify
TOTAL
18
fee
Annex 1
６．
Are you interested in an electricity-powered lifestyle?
a: Yes
b: No
Reason:
７．
If you could use electricity in the future,
7.1
What kind of electric appliances would you want?
a: Light
b: Television c: Radio
d: Video player e: Refrigerator
f: Electric fan
g: Flat iron
7.2
h: Water pump
i: Other (Specify)
What kind of electricity-powered productive/livelihood activities will you begin
doing?
a: Irrigation pump
b: Sawmill machine
d: Corn /Rice milling machine
c: Poultry / Piggery farm
e: Handicraft
f: Home industry (make cake or bread)
g: Shops
i: Other (specify:
h: Restaurant
)
j: No idea
7.3
Do you agree to pay an electric tariff every month?
a: yes
８．
b: no
Will you contribute your manpower by working as a laborer during the
construction / installation stage for renewable energy projects?
a: yes
b: no
Thank you very much for your cooperation!!
19
Annex 1
Questionnaire for energized household
Q&A No.
Name of
Village, Municipal:
Date:
. 200
１．
Name of Interviewee: Mr. or
２．
Respondent’s relation to household head:
1) Head
2) Spouse
3) Child
Ms.
4) Parent 5) Brother or sister
6) Son or daughter in law 7) Others, specify
３．
How many light(s) does your house have, and how many hours do you use it
(them) per day?
No. of bulb:
４．
: Hour/day
What kind of electric appliances does your family have?
a: TV b: Radio
c: Video /Cassette player
d: Refrigerator e: Electric fan
f: Flat iron g: water pump
h: Other (Specify)
５．
How much electricity do you use a month?
Please give us the following
details of your three latest monthly electricity bills:
Month
a. 2 months
b. 1 month before c. Recent month
before
Quantity (kWh)
Payment (Peso)
Thank you for your cooperation!!
20
Annex 2
Annex-2 List of AREC
Engr. CARLOS M. PASCUAL
Project Leader CP: 0917-578-3456
Mariano Marcos State University (MMSU-ANEC)
Batac City 2906 Ilocos Norte
Telefax: (077) 792-3879
Email: cmpascual123@yahoo.com
anecmmsu@digitelone.com
Mr. GIL DELA VEGA
Project Leader
Dr. MARIO B. MENDOZA- Head, Technial Division
Don Mariano Marcos Memorial State University(DMMSU-ANEC)
2515 Bacnotan, La Union
Telefax: (072) 242-5641 Fax: (072) 242-5642
Office of Vice President Telefax: (072) 888-5352
Email: mbmendoza@excite.com / m5b6m7@yahoo.com
Mr. RUPERTO S. SANGALANG
President and Project Leader
Email: rssangalang@yahoo.com
Jaime Q. Dilidili- Head, Technical Division
Tel.No.: (046) 686-1524 / CP:0920-951-1633
Cavite State University ,4122 Indang, Cavite (CvSU-ANEC)
Tel No. (046) 415-0010-11 Fax: (046) 415-0012
Email: jaimeqdilidili@yahoo.com
Tel. No.(046) 572-2559
Engr.BERNARDO S. OCAMPO
Project Leader / CP: 0919-819-4934
Western Philippines University (WPU-ANEC)
5302 Aborlan, Palawan
Fax: (048) 434-1052 / (048)433-4367
Puerto Princesa Executive House
Email: spcpanec03@yahoo.com
Tel. no.: (048) 433-2733
Malou (staff) 0920-510-7083
Email: gfdelavega@yahoo.com.ph , gfdelavega2515@lycos.com
DR. RAMON D. VELASCO
Project Leader / CP: 0915-985-3698
College of Engineering
Isabela State University (ISU-ANEC)
3309 Echague, Isabela
ANEC-Telefax: (078) 672-0233 Tel: (078) 672-0078
Email: rdv_energy@yahoo.com
Engr. EDGAR M. MOLINTAS
Project Leader/ CP: 0919-823-3365
Benguet State University (BSU-ANEC)
2601 La Trinidad, Benguet
Fax: (074) 422-2281 Tel. 422-2401-President Office
Email: e_m_molintas@yahoo.com
Julie (staff) 09163592286 fax.no. (074) 422-4380
Jackson Agaldang - Tech'l. Head CP: 0928-481-8174
ENGR.. JERRY S. BIGORNIA
Project Leader/ Office of the Vice-President for production
Bicol University (BU-ANEC)
Legaspi City, Albay
Tel: (052) 484-6336
Office of the Vice-President Telefax: (052) 820-6103
Email: jsbigornia@yahoo.com
Arnulfo P. Malinis CP:0906-333-2125 tel.835-0560 Fax: 212-5498
Engr. JOSE PARDALIS
Project Leader / CP: 0929-587-9711
Camarines Sur State Agricultural College (CSSAC-ANEC)
4418 Pili, Camarines Sur
Fax: (054) 477-3341 Tel.: (054) 477-3320 loc. 126
Email: joepardalis_4158@yahoo.com.ph
DR. MANUEL A. BILAGOT, JR.
Project Leader / CP: 0927-727-7810
Kalinga-Apayao State College (KASC-ANEC)
3800 Tabuk, Kalinga
Tel: (074) 872-2045
Email: bilagot_manny@yahoo.com
Ronald Angid-CP: 0919-623-2705
Obed Jose C. Bilowan-CP: 0920-852-3747
ENGR. ANGELITO V. ANGELES
Project Director / CP: 0918-913-9645
Central Luzon State University (LSU-ANEC)
3119 Muñoz, Nueva Ecija
temp. no. 0918-2277-288
Telefax: (044) 456-5443 (President)
Email: ucw615@yahoo.com tel no:(044) 456-5202
Engr. JERIEL G. MILITAR
Project Leader / CP: 0918-937-6385
Central Philippine University (CPU-ANEC)
Jaro, Iloilo City, Iloilo 5000
Email: jgmilitar@yahoo.com
Telefax: (033) 320-30-04
Email: anec@cpu.edu.ph / tess_militar@yahoo.com
Prof. ARMAN T. GASCON
Project Leader/ CP: 0926-986-1025
College of Engineering / email: armangascon@yahoo.com
Central Mindanao University,University Town (CMU-ANEC)
8710 Musuan, Bukidnon
Telefax: (088) 356-1912/ (1910/13) Fax:(088)222-5748
Email: dean_rjph@yahoo.com / CP: 0927-794-2485
Mr. RENE E. ALBURO
Project Leader / CP: 0919-490-2006
ARTC-University of San Carlos (Main)
P. Del Rosario St., Cebu City 6000, Cebu
Fax: (032) 253-1000 loc 207
Email: ssrc@usc.edu.ph
Dr. NICHOL R. ELMAN
Project Leader
University Extension Program
Siliman University
6200 Dumaguete City, Negros Oriental
21 Tel: (035) 422-7207 Fax: (035) 225-4764
Email: suextensionprogram@yahoo.com
Annex 2
Engr. ALEJANDRO S. VILLAMOR
Project Leader CP: 0916-517-9024
College of Agriculture
Xavier University (XU-ANEC)
9000 Cagayan de Oro City, Misamis Or
Tel: (088) 858-8962 Fax:(088) 858-8062
Engr.. RENATO G. ARANCON
Project Leader
University of Southeastern Philippines(USEP-ANEC)
8000 Davao City, Davao del Sur
Telefax: (082) 221-1636 Fax: (082) 221-4996
Trunkline:(082) 227-8192 loc.244 fax: (082) 224-4696
CP: 0918-784-3365 Email: jdr_ij@yahoo.com
Dr. NELSON T. BINAG
Project Leader
Engr. NESTOR C. ALCON email: nc_alcon@yahoo.com.ph
Head, Technical Division / CP: 0919-276-1530
Sultan Kudarat Polytechnic State College (SKPSC-ANEC)
Access, EJC, Montilla, Tacurong City
ANEC Tel: (064) 200-4259/ Fax:(064) 200-4261 Tel:(064) 200-4287
Email: skpscprex@yahoo.com
Dr. ROBERTO C. GUARTE
Project Leader & Dean
Visayas State University (VSU-ANEC)
6521Visca Baybay, Leyte ANEC Tel. (053) 563-7095
T/F: (053) 563-7117 Fax: (053) 335-2601
Email: guarte_rc@yahoo.com
Engr. LIDANY F. CORNILLEZ
Project Leader / CP: 0905-836-0924
University of Eastern Philippines,University Town(UEP-ANEC)
6400 Catarman, Northern Samar
Telefax: (055) 251-8611
Email: lfcornillez@yahoo.com
Engr. FELIZARDO S. REBOLLOS
Project Leader
Western Mindanao State University (WMSU-ANEC)
7000 Zamboanga City, Zamboanga del Sur
Tel: (062) 991-7911 / Fax: (062) 992-4238
Tel: (062) 991-9365 -- Engineering
Engr. MANGOMPIA U. ANGOD
Project Leader/ CP: 0915-860-0719
Mindanao State University (MSU-ANEC)
9700 Marawi City, Lanao del Sur
Tel: (063) 352-0904
Email: m_angod@yahoo.com
Arthur Ituriaga Tambong
CP: 0928-676-3258 Email: aitambong@yahoo.com
22
Annex 3-1
Annex-3-1 Sample Monitoring Format (New Installation)
Name of
Monitoring
Staff/Personnel:
Designation
Regular Monitoring Sheet
1.
General
a. Monitoring Date:
b. Name of Brgy, Municipal
c. Name of interviewee:
Mr. / Ms.
d. Position in BAPA:
2. BAPA management
a. Do the BAPA officers hold a regular monthly meeting to report the balance of
income (collection) and expenditure?
b. Does the BAPA officers communicate each other frequently?
(Do they
communicate the issue each other, if they have? And do they try to solve by
themselves?)
c. Do the BAPA officers communicate the users at least once a year to explain the
condition of the RE system and the BAPA’s financial status?
d. Does the BAPA check each beneficiary’s household regularly?
 Do they check what kind of electric appliances the user’s use?
 Do they check the users use electricity properly?
23
Annex 3-1
e. Do BAPA officers take their role and responsibility?
f. Does the collector collect the electric tariff from the uses regularly?
g. Does the treasurer take a record of collection and expenditure regularly? And does
s/he deposit/save the necessary O&M cost in a bank/cooperative?
3. Tariff Rate
3.1 [PV]
Pesos
Monthly Rate (If established)
Charging fee
Monthly due
3.2[MHP]
Pesos
Fixed charge (peso/watt)
Specify the settings below:
1)
2)
3)
4)
Consumption charge (peso/kWh)
Basic charge (0~10kWh)
24
Annex 3-1
4.
Financial Condition
Monthly
Total (Since it started)
Income
Expenditure
Savings
5.
Number of beneficiaries
when they started,
and present
6.
Number of BAPA officers
when they started,
and present
7.
Existence and executing of by-laws
a.
Yes,
b.
No
when they started,
8.
and present
Problems encountered (Organizational, Financial, Management)
[Evaluation of BAPA’s performance]
a. Functional (work well)
b. Functional but re-training necessary
1) Technical training necessary
2) Financial training necessary
3) Others, specify:
c. Not functional (completely neglected)
25
Annex 3-2
Annex-3-2 Sample Monitoring Format (Rehabilitation)
Name
of
Monitoring
Staff/Personnel:
Designation
Monitoring Form for Rehabilitation
(Micro-Hydro Project Data Sheet)
For BAPA officer
1. General
a. Monitoring Date:
b. Name of Brgy, Municipal
c. Name of interviewee:
Mr. / Ms.
d. Position in BAPA:
e. Total Population (Brgy.)
f. Total number of household (Brgy.)
2.
BAPA Organization
a. Inauguration Date:
b. Date BAPA was organized:
c. Number of BAPA officers:
Original:
If the BAPA was re-organized or refreshed After Re-organized:
or re-activated, how many BAPA officers
have been elected?
Current:
d. Organizational structure
e. Number of beneficiaries when project
started:
f. Present Number of beneficiaries:
26
Annex 3-2
g. Have BAPA officers received any of the following training since the RE system was
constructed/ installed, or rehabilitated?
1) Leadership training
Yes,
No,
2) Team building seminar/workshop
Yes,
No,
3) Financial management training
Yes,
No,
4) Operator / Lineman / Technician training for Operation & Maintenance of the RE
system
Yes,
No,
3.
Financial Condition
a. Tariff setting
(Monthly tariff rate: Does BAPA use a fixed or adjustable (consumption-based) rate?
Ask BAPA how they set the tariff?)
b. Do BAPA officers receive an
honorarium?
(If yes, how much per month?)
Operator
Yes,
No
Pesos
Pesos
Pesos
Others (Specify)
Pesos
c. Total BAPA income
1) Total cash (bank reserves)
2) Total cash (on hand)
TOTAL
Pesos
Pesos
Pesos
f. Monthly total BAPA expense
1) Administration costs (office supplies etc.)
2) Honorarium
3) Maintenance costs
TOTAL
Pesos
Pesos
Pesos
Pesos
27
Annex 3-2
4.
a.
b.
c.
d.
e.
f.
g.
BAPA management
Hours of Operation
Regular:
Dry season:
What is the current peak load?
Watt
Does BAPA hold regular assembly meetings among BAPA officers and
beneficiaries?
Yes, No, (If yes, How often?
)
Does BAPA have by-laws, and have you seen them?
Yes,
No,
Does BAPA (particularly operators and linemen) carry out regular plant
maintenance?
Yes,
No,
If yes, what kind of maintenance?
If Micro-Hydro Power Plant has a trouble,
 Whom does BAPA usually call for maintenance?
 Who is the contact person?
List of Electric appliances that the users have (if the BAPA has the list, write
them down below)
Item
Capacity/Unit
(KW)
Bulb
Fluorescent
TV (Colored)
TV (Black White)
Electric FAN
Refrigerator
CD player
VCD player
Cassette player
Radio
Karaoke
Amplifier
Flat Iron
28
Total Number of each
appliances
Annex 3-2
5.
Willingness
If the Micro-Hydro Power plant is rehabilitated,
a. Is BAPA willing to continue to operate and maintain it?
Yes, No, (If no, Reason
)
b. Can BAPA commit to regular monthly payment collections from beneficiaries?
Yes, No, (If no, Reason
)
c. Are BAPA officers willing to contribute their physical labor and time during the
rehabilitation process?
Yes,
No, (If no, Reason
)
d. Can BAPA reset higher tariffs after the Micro-Hydro Power plant rehabilitation?
Yes,
No, (If no, Reason
)
e. As counterparts, how much cost can the BAPA shoulder?
6.
Problems encountered:
a.
Technical
b.
Financial
c. Social/Institutional Organizational
d. Others, specify
Thank you very much for your cooperation!
29
Annex 3-2
Name of
Monitoring
Staff/ Personnel
Designation
Monitoring Form for Rehabilitation
(Micro-Hydro Project Data Sheet)
For User
1. General
a. Date:
b. Name of Brgy, Municipal
c. Name of interviewee: Mr. / Ms.
d. Position of respondent in Brgy.
1. Brgy. Captain 2.Kagawad 3.Plain resident
4.Others, specify:
2. What appliances do you use?
Kinds of
appliances
No. of
appliances
No. of Hours/time usage
Light
Radio
TV
Others:
Specify:
Specify:
3. Tariff setting
a. Do you pay your electricity bill regularly?
Yes, No, (If no, why?
)
b. Are you satisfied with the present tariff setting?
Yes,
No, (If no, why?
)
c. Do you still use kerosene? If yes, how much do you buy and spend money per
month?
Yes,
No, If yes, please give us the following information:
Unit price per liter:
Liters use per month:
Total monthly cost:
30
Annex 3-2
4. Households cash income and expenditure
a. Monthly income (from selling agricultural & fishery products, sari-sari store,
remittance and others)
Monthly Income (Peso)
1. Agriculture
2.
3.
Monthly Total
b.
Monthly expenditure (food, transportation, education, medicines and others)
Monthly Expenses (Peso)
1. Food
2.
3.
4.
Monthly Total
5. BAPA management
a. Do you know who the BAPA officers are?
Yes,
No,
b. Have you seen the BAPA by-laws?
Yes,
No
c. Do you know that BAPA has to collect money for O&M costs?
Yes,
No
6. Willingness
If the MHP is rehabilitated,
a. Will you continue to use it?
Yes,
No, (Reason:
)
b. Will you agree to paying the monthly bill?
Yes,
No, (Reason:
)
c. Do you agree to re-setting higher tariffs after rehabilitation for the continuity of
service and sustainability of operations?
7. Remarks:
31
Annex 3-2
Name of
Monitoring
Staff/Personnel
Designation
Monitoring Form for Rehabilitation
(BCS/SHS Project Data Sheet)
For BAPA officer
1. General
a. Monitoring Date:
b. Name of Brgy, Municipal
c. Name of interviewee:
Mr. / Ms.
d. Position in BAPA:
e. Total Population (Brgy.)
f. Total number of household (Brgy.)
2. BAPA Organization
a. Inauguration Date:
b. Date BAPA organized:
c. Number of BAPA officers:
Original:
If the BAPA have been re-organized or After re-organized:
re-activated, how many BAPA officers
have been elected?
Current:
d. Organizational structure
e. Number of beneficiaries when project
started:
f. Present Number of beneficiaries:
32
Annex 3-2
g. Have BAPA officers received any of the following training since the RE system was
constructed/ installed, or rehabilitated?
1) Leadership training
yes,
no,
2) Team building seminar/workshop
yes,
no,
3) Financial management training
yes,
no,
4) Operator / Lineman / Technician training for Operation & Maintenance of the RE
system
yes,
no,
3.
Financial Condition
a. Tariff setting (Ask BAPA how they set Charging fee:
the tariff?)
Monthly dues:
b. Do BAPA officers receive honorarium?
(If yes, how much per month?)
Yes,
No
Pesos
Technician
Pesos
Pesos
Others (Specify)
Pesos
c. Total BAPA income
3) Total cash in bank reserves
4) Total cash on hand
TOTAL
Pesos
Pesos
Pesos
d. Monthly total BAPA expenses
4) Administration cost (Stationary, etc.)
5) Honorarium
6) Maintenance cost
TOTAL
4.
a.
b.
c.
Pesos
Pesos
Pesos
Pesos
BAPA management
How does BAPA operate BCS, and the charging procedure?
(ex. How does the operator decide to stop charging? )
Does the operator have the following instrument(s)/device(s)?
 battery monitoring unit,
 battery monitor panel
 battery monitor controller
How does the operator know the battery is fully charged?)
33
Annex 3-2
d.
h.
i.
j.
k.
l.
Does BAPA regularly collect money from the beneficiaries for battery
replacements?
Yes,
No, (if No, why?)
)
Does BAPA hold regular assembly meetings among BAPA officers and the
beneficiaries?
Yes,
No, (If yes, How often?
)
Does BAPA have by-laws, and have you ever seen them?
Yes,
No,
Does BAPA carry out regular maintenance?
Yes,
No,
If yes, what kind of maintenance?
How often does BAPA conduct maintenance of the system?
How much are the expenses for maintenance?
Who refills the battery with distilled water? The
Operator or users?
How often are refills done?
If BCS has a trouble, whom do you usually call for assistance?
m.
Who is the contact person?
e.
f.
g.
5.
a.
b.
Battery
Does BAPA save money for future battery replacements?
Yes, No, (if No, why?
)
How do you know when the battery should be replaced, or is completely
damaged?
6. Willingness
If BCS is rehabilitated,
a.
is BAPA willing to continue to operate and maintain the BCS? (Can
BAPA accept the responsibility to manage BCS?)
Yes, No, (If no, Reason
)
b.
Can BAPA commit to regular charging fee collections the beneficiaries?
Yes, No, (If no, Reason
)
c. Will BAPA officers donate their time and physical labor to the rehabilitation
construction?
Yes,
No, (If no, Reason
)
d.
Can BAPA attempt to reset higher tariffs after BCS rehabilitation? (Let the
34
Annex 3-2
e.
7.
respondent understand the need of the O&M cost.)
Yes,
No, (If no, Reason
As their counterpart, how much cost can BAPA shoulder?
Problems encountered:
a. Technical
b.
Financial
e. Social/Institutional Organizational
f. Others, specify
Thank you very much for your cooperation!
35
)
Annex 3-2
Name of
Monitoring
Staff/Personnel
Designation
Monitoring Form for Rehabilitation
(BCS/SHS Project Data Sheet)
For BCS User
1.
General
a. Date:
b. Name of Brgy, Municipal
c. Name of interviewee:
Mr. / Ms.
d. Position of respondent in the Brgy.
2. Brgy. Captain 2.Kagawad 3.Plain resident
4.Others, specify:
2. Type of Battery and what appliances do you use?
Ah,
Years
What is the capacity of the battery?
How many years of usage on the 1st
battery?
Kinds of appliances
No. of
appliances
No. of Hours/Time usage
Light
Radio
TV
Others:
Specify:
Specify:
3. Tariff setting
d. Do you pay the electricity bill regularly?
)
Yes,
No, (If no, Reason
e. Do you still use kerosene? If yes, how much money do you buy and spend per
month?
Yes,
No, (if yes, ask the followings;)
Unit price per liter:
Liter(s) use per month:
36
Annex 3-2
Total monthly cost:
4. Households cash income and expenditure
c. Monthly income (from selling agricultural & fishery products, sari-sari store,
remittance and others)
Monthly Income (Peso)
1. Agriculture
2.
3.
Monthly Total
b. Monthly expenditure (food, transportation, education, medicines and others)
Monthly Expenses (Peso)
1. Food
2.
3.
Monthly Total
5. BAPA management
a. Do you know who BAPA officers are?
Yes,
No,
b. Have you seen the by-laws?
Yes,
No,
c. Do you know that the BAPA has to a collect charging fee for the maintenance of the
BCS/SHS, and also for the replacement of the battery?
Yes,
No,
6. Battery
a. How often do you bring the battery to the BCS?
First year of using the battery:
How about now?:
b. How do you know a battery needs replacing?
7. BCS rehabilitation
If BCS is rehabilitated,
a. Will you continue to use it?
Yes,
No, (Reason:
)
b. Will you pay the regular charging fee?
Yes,
No, (Reason:
)
37
Annex 3-2
c. Will you agree to paying a fee for battery replacements?
Yes,
No, (Reason:
d. How much can you pay for the rehabilitation of the BCS?
38
)
Annex 4
Annex-4 Sample by-laws
CONSTITUTION AND BY-LAW OF THE
*****(BARANGAY NAME)*****
POWER ASSOCIATION
PREAMBLE
We, the members-consumers of the *****power association, beneficiaries of
the ** kW ****** Power Plant/ SHS / BCS, voluntarily organize ourselves into an
association for the purpose of managing the operation and maintenance of the system in
order to provide a sustainable source of energy for the alleviation of the economic
condition of the community.
ARTICLE I
NAME, CHARACTER AND PLACE OF OPERATION
Section 1. Name – The name of the association shall be ******** and will be
commonly known as **********.
Section 2. Character – The association shall be a non-stock, non-profit, non-partisan
and non-sectarian organization.
Section 3. Place of Operation – The principal office of operation shall be at Barangay
*****, Municipality of *****, Province of *****.
ARTICLE II
OBJECTIVES
Section 1. General - This association shall exist generally as the body in charge of the
overall operation and maintenance of the *****-kW Micro-Hydro Power Plant /
****Solar Home System (SHS) / Battery Charging Station (BCS) to ensure its viability
and sustainability.
Section 2. Objectives – The association shall be responsible for the following:
a)
b)
c)
d)
e)
Management of tariff income and other fees.
Daily operation, maintenance, inspection, and repairs.
Observation and guidance on proper use of electricity
Establishment of a strong institutional consciousness amongst members.
Preparation of the annual work plan and budget.
39
Annex 4
ARTICLE III
MEMBERSHIPS
Section 1. Members – The association shall consist of ***** (***) households / all
the beneficiaries of the 15 kW micro-hydro power plant which is initially composed of
*** (***) households. All members shall have equal rights and privileges in the
association.
Section 2. Membership Fee – The association has the power to collect a
non-refundable membership fee of ***** Pesos (PHP *****) from each individual
household connected to the system.
Section 3. Eligibility – A member shall have the following qualifications:
a) He/She must be a permanent resident in the Barangay *****, Municipality of
********, Province of ************.
b) He/She must voluntarily contribute free labor (if necessary) for operation and
maintenance.
c) People of ***** Barangays who resided outside the areas mentioned in Section
3 (a) of this article and intend to establish residence or business in the said area,
may avail of the services upon the approval of the General Assembly of the
**********.
Section 4. Duties and Responsibilities of the Members – It is the prime
responsibility of each member to:
a) Understand and abide by the constitution and by-laws, regulations and decisions
adopted by the association.
b) Attend and participate in the meeting(s) of the association.
c) Respect the rights of other members.
d) Protect the interest of the members and the association.
e) Contribute personal services for the common good of the association.
f) Pay his/her monthly obligations as follows:
BCS
P52.00 (for three times charging per month)
Direct Connection P62.00 (0-10 kWh) plus P6.2 per additional kWh
g) Pay his/her financial obligations on time.
h) Perform duties that may be assigned to him by the association.
i) Use electricity properly.
j) Perform duties that may be assigned to him/her by the association.
k) Allow for on-the spot periodic inspections by the BAPA officials and authorized
agencies.
l) Report any act detrimental to the association committed by any fellow members
and/or non-members.
m) Promote the goals and objectives of the association, the welfare of its members
and the association in general.
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Annex 4
Section 5. Rights of the Members – Each member shall have the right to:
a)
b)
c)
d)
Vote.
Hold elective office/position in the association.
Participate in the association’s affairs.
Examine the books of accounts, records and proceedings of the association.
Section 6. Penalties for Various Offenses – The association shall impose fines and/or
penalties for the following offenses:
a) Members who are unable to pay the one (1) month maintenance fee shall be
disconnected from the service. The member is given a one (1) week extension
to settle the amount due.
b) Re-connection fee of Fifty Pesos (Php 50.00) shall be collected and full payment
due prior to service reconnection.
c) For Battery Charging Station (BCS) users who cannot pay the one (1) month
charging fee, the battery will be confiscated by the ****** officers.
d) A charge of Thirty Pesos (Php30, 00) shall be collected and full payment due
prior to the release of the confiscated battery.
e) Members who cannot attend a monthly meeting without justifiable cause, shall
pay a fine of Twenty Pesos (Php 20.00) for the first absence, Fifty Pesos (Php
50.00) for the second absence, and One Hundred Pesos (Php 100.00) for any
succeeding absences thereafter.
f) A member should be present in the monthly meeting on or before the declaration
of quorum, otherwise the member shall be considered absent.
Section 7. Termination of Membership – A member may terminate his or her
membership by:
a)
b)
c)
d)
Death.
Resignation.
Transfer of residence outside Barangay according to Article III, Section 3 (a).
Expulsion after having been found guilty in accordance with Section 6 of this
article.
e) For any act or omission injurious or prejudicial to the interests or the welfare of
the association.
f) Other reasons the association deems deserving of membership termination.
ARTICLE IV
MEETINGS AND POWERS OF THE MEMBERS
Section 1. Regular and Special Meetings
a) The regular General Meeting shall be held on the third Sunday of every
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Annex 4
month.
b) A Special General Assembly Meeting may be called by the Chairman at his or
her discretion or upon request of any of the four (4) officers of the BAPA, or by
a majority request from the members, provided that each member shall be
notified of the date, time, place of meeting and the general nature of business to
be taken up at least three (3) days before the date of such meeting.
c) The officers shall hold a regular meeting once a month and shall hold a special
meeting when urgent matters needing immediate attention arise.
Section 2. Quorum – At any meeting of the association, attendance of one-half (1/2)
plus one of the registered members shall constitute a quorum.
Section 3. Voting – Each member shall have one vote which shall be exercised
personally by every member on presented matters. Action on all matters shall be by
viva voce. Any decision or motion shall be approved by a simple majority vote except
on matters of dissolution. Amendments on financial matters shall require the
affirmative vote of two-third (2/3) of all registered members.
Section 4. Powers of the General Assembly - The General Assembly shall exercise
the following powers in the association.
a)
b)
c)
d)
e)
To impose penalties for expulsion of guilty member/s.
To elect Officers of the association.
To remove any member or officer from the association.
To approve amendments to the constitution and by-laws.
To promulgate policies, rules and regulations of the association.
Section 5. Notice of Officers’ Meetings – Notice of regular and special meetings of
the officers and members shall be served by the Secretary in writing to each member at
least three (3) days before said meeting.
ARTICLE V
THE OFFICERS
Section 1. General Management – The ****** (Name of BAPA) shall have the
following officers:
a)
b)
c)
d)
e)
f)
g)
h)
Chairman
Vice Chairman
Secretary
Treasurer
Auditor
Meter-Readers/Collectors (for micro hydro)
Technician (for PV) / Operators (for micro hydro)
Linemen (for micro hydro)
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Annex 4
Section 2. Terms of Office – Duly elected officers of the *****(Name of BAPA) shall
hold office for a period of two (2) calendar years. The external Auditor shall be
excluded among the elected officers and shall be officially designated by the LGU
through the Sangguniang Bayan.
Section 3. Qualifications of Officers - Any member of the association who has
sufficient time and the willingness to serve shall be eligible to be an officer of the
association.
Section 4. Removal from Office – The officers of the *****(Name of BAPA) may be
removed by a majority vote taken by the members who are entitled to vote at a special
assembly called for such a purpose, after having been given the opportunity to be heard
at said assembly.
Section 5. Duties and Functions of the Officers:
a) Chairman of the ******(Name of BAPA) shall have the following duties and
functions:
1)
2)
3)
4)
5)
6)
7)
8)
9)
Sets the schedule and calls for general and special assembly meetings.
Convenes the officers regularly.
Prepares reports and policies for approval by the general assembly.
Implements approved policies.
Maintains up to date records of documents and meetings.
Assures deposits of Monthly Maintenance fee collections.
Signatory as signatory for all financial transactions and business of the
***** (Name of BAPA).
Submits quarterly reports to the Local Government Unit of ******.
Recommends necessary sanctions to any operation and maintenance
personnel
involved in misconduct and/or irregularities.
b) Vice Chairman shall have the following functions:
1)
2)
3)
4)
5)
6)
Coordinates and prepares venue of meeting in the area.
Undertakes information drives.
Coordinates/assists on seminars and training for the members.
Undertakes/supervises disconnections and re-connections of households.
Coordinates/assists in troubleshooting.
Coordinates/assists on clearing of primary and secondary lines within the
area.
7)
Coordinates/assists the responsible staff for electrical wiring of houses
within the area.
c) The Secretary shall have the following functions:
1) Maintains the records of all meetings and proceedings of the association.
2) Maintains the records of the association’s activities.
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Annex 4
3) Perform other duties as directed by the Chairman.
d) The Treasurer shall have the following functions:
1)
2)
3)
4)
5)
6)
Responsible for the collections, disbursement and remittances of bills,
accounts and revenues deposits.
Responsible for the records of monthly payment of each user.
Takes charge of custody and disbursement of the funds, books and
accounts.
Perform other duties as directed by the Chairman.
Paying out cashes to be needed as wages to persons who are engaged in
full-time works as operator/technician and/or accountant and for other
intended use such as to procure spare-parts under the control of the
Chairman of *****(Name of BAPA).
If the amount of cashes needed to be paid out is an amount exceeding the
existing cash balance, the accountant will report to the Chairman of the
***** (Name of BAPA), and discuss with him/her alternate feasible
financing options.
e) The Auditor shall have the following functions:
1)
2)
3)
4)
Examines and audits the financial transactions of the association
including its books of accounts, vouchers, cash and other accounts
quarterly.
Undertakes the inventory of all properties, funds securities, etc. of the
association at least once every quarter.
Reports to the committee and/or to the General Assembly all audit
activities undertaken.
Serve as signatory for the BAPA Bank Account.
f) The Collector/Meter-Reader shall have the following functions:
1)
2)
3)
4)
Undertakes meter-reading (if a meter is installed in a household) and
collections of revenues of the ******(Name of BAPA).
Reports illegal charging and pilferages.
Remits collections to the Treasurer regularly.
Ensures that payments are settled by the last day of payment of the
monthly bill which is every third Sunday of the month.
Location for payment of the connection fee and monthly maintenance fee
will take place where the monthly meeting or General Assembly
convenes.
g) Operators (for MHP) / Technician (for PV) shall have the following
functions:
Responsible for the maintenance of the micro-hydro power / Solar Home
1)
System/ Battery Charging Station, and conduct periodical inspections.
2)
Responsible to attend immediately to a reported user problem regarding
44
Annex 4
3)
4)
the system
Responsible to report results of the conducted monitoring and
inspections.
Responsible to report to the BAPA, LGU and *****AREC if a given
problem is outsider his or her technical expertise.
h) Linemen have the following functions:
1)
Responsible for the maintenance of micro-hydro power, particularly the
distribution line and conducting periodical inspections.
2)
Responsible to attend immediately to a reported problem of the
distribution line.
3)
Responsible to report the results of the conducted monitoring and
inspections.
4) Responsible to report to the BAPA, LGU and *****AREC if a given
problem is outside his or her technical expertise.
i) Maintenance of civil and mechanic’s functions and responsibilities which can be
referred to in the operation and maintenance manual.
Section 6. Privileges of the Officers – The monthly honorarium of the BAPA officers:
a)
b)
c)
d)
e)
f)
g)
Chairman
Vice-Chairman
Secretary/Treasurer
Auditor
Collector/Meter Reader
Operator / Technician (2)
Lineman (2)
- Php *****
- Php *****
- Php *****
- Php *****
- Php *****
- Php *****
- Php *****
Discussed and approved during the First General Assembly conducted on the 19th
day of November 2008.
ARTICLE VI
FINANCIAL MANAGEMENT
Section 1. Finance – Financial sources are the:
a)
b)
c)
Membership (Registration) Fees
Monthly Maintenance Fees
Penalty Fees
Section 2. Finance description
a)
b)
Membership fees will constitute the start-up capital of *****(Name of BAPA).
Monthly maintenance fees and other funds are to be used every month for the
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Annex 4
following items:
 Honorarium
 Office supplies
 Repair and maintenance
ARTICLE VIII
AMENDMENTS
Section 1. Proposal - Any member may present any proposal for amendment of the
by-laws during the regular and/or special meetings attended by the members.
Section 2. Approval - Proposal for amendments shall be approved upon by a simple
majority of affirmative votes of taken by the members.
Adopted and approved at Bgy. *****, Municipality of *****, Province of ***** this
_____ day of ___________ 200_ by the majority of the members of the association.
NAMES AND SIGNATURE OF MEMBERS
PRINTED NAME
SIGNATURE
_____________________________
___________________________
_____________________________
___________________________
_____________________________
___________________________
_____________________________
___________________________
_____________________________
___________________________
_____________________________
___________________________
SIGNED IN THE PRESENCE OF:
_____________________________
Signature over Printed Name
___________________________
Signature over Printed Name
We, the undersigned, constituting a majority of the Board of Directors of the
******(Name of BAPA) do hereby certify that the foregoing instrument is the code of
By-laws of the said Cooperative.
___________________________
Chairman
______________________________
Vice-Chairman
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Annex 4
___________________________
______________________________
Director
Director
___________________________
Director
______________________________
Director
__________________________
Director
_______________________________
Director
___________________________
Director
47
Annex 5
Annex-5 Sample Tariff Setting
Why we have to set tariffs?
For the project’s sustainability, the project should be financially stable and capable
of supporting the project’s operation and maintenance. Before the start of the project,
a consultation meeting with the beneficiaries is conducted to determine their
capacity and willingness to pay which will serve as the foundation for future tariff
setting..
1. Importance of tariff Setting

Tariff setting is the primary instrument of economic regulation.

A tariff provides economic signals, which determines the volume and nature of
demand and supply.

Tariff setting goes beyond cost recovery, since a tariff is a toll reflecting public
policy that can be used for a variety of social, economic and financial purposes.

A tariff, in contrast is also a tool to help manage the utility/project
2. Fundamental Principles of Tariff Policy
Social

Tariffs should be equitable and affordable.

The amount individual users pay for services should generally correlate to their
usage amount of that service.

Tariffs must provide access to basic services for everyone.

This should include poor households.

It must ensure the extension of services to all.

The tariff structure and process should be simple and easy to implement.
Economic

Tariff should compare relatively well to other tariffs in the same industry, i.e.
they must be relatively cheaper than, or, at the same level with tariffs in other
municipalities.
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Annex 5
Financial

Whenever feasible, the tariff should be cost effective and cost reflective;

Tariffs must reasonably reflect the cost associated with rendering the service;
including capital, operation, maintenance, administration, replacement and
interest charges;

Tariffs must be linked to unit costs and efficiency improvements.

Tariffs should promote sustainability of service provision;

All costs related to providing the service must be recovered through the tariff.
3. Common Goals in Setting Tariffs

Good Governance – applies to tariff setting in a variety of ways. The following
focuses on three aspects of good governance that can affect the tariff setting
process and tariff structure.
a) Transparency - The public should be able to understand the tariff setting
process, and how the charges were set for every type of customer.
b) Simple – The charges resulting from the tariff should be clear and
understandable, so that customers can understand how they might
modify their use of the service to reduce their charges.
c) Predictable – The tariff should not be disruptively erratic. Otherwise
rational private decisions, especially investment decisions and others
with long-term implications should be possible.

Financial Sustainability
 Sufficient revenues to sustain ability of the project

Economic Efficiency
 Ensure tariffs reflect economic cost of providing service

Fair Pricing
 Beneficiaries pay the net social cost associated with the use of the
service
4. Ideal Tariff Structure
Below is the structure that we derive the calculation for the monthly tariff rate from.
Extracting from the Running Cost (Operation & Maintenance + BAPA’s honorarium),
we can calculate the monthly tariff rate of the household-consumers.
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Annex 5

Usage Charge (variable per kWh) or Consumption Rate
 Charge per unit of the service supplied.
 A usage charge may vary across customers, across time, or for different
levels of use.
 A user charge requires metering, and that meters are installed and read for
individual customers. Since it involves metering, a usage charge can be
used directly to identify customers eligible for a special affordable rate.
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Annex 5

Fixed Charge (flat rate) or Fixed Tariff
 Charge for using the service, where the charge does not depend on the
amount used.
 Tariff consisting only of a fixed charged per billing period.
5. A Sample of how the Tariff Rate is derived

Usage Charge or Consumption rate
Each month on the meter inspection day, the reading of your meter is taken in order to
determine the amount of electricity you have used.
Calculation Formula:
Bill Amount = Minimum or Basic Charge + Electricity Consumption
Basic charge
Over 10kWh
Example
kWh
0-10
Every 1kW
15
16
17
20
21
30
31
51
Peso
100
10
150
160
170
200
210
300
310
Annex 5
For the consumption tariff rate, the member-consumer together with the proponent will
conduct a consultation meeting to set the rate of basic charges and how much energy
that amount should equal in Pesos per kilo watt hour (kWh)(e.g. P100/0-10kWh). The
excess of this set amount will be charged in Pesos per kWh (e.g P10/kWh). The sum
of both of these amounts (one set and one fluctuating) will comprise the total equaling
the consumption tariff rate.

Fixed rate (Flat rate)
Applying a flat tariff rate to all consumers in each of the consumer groups is a simple
and straight-forward approach to tariff setting.
Although calculating the fixed charge is easy, it is not easy to ensure that the resulting
charges will be fair to individual customers. So an important part of setting fixed
charges is to subsequently assess the fairness of the resulting charges.
Calculation Formula:
a) Total numbers of users (HH) divided by 12 months equals the amount per user
or
O&M/month = O&M (total) ÷ No. of HH ÷12 mos.
b) Honorarium of BAPA divided by number of users divided by 12 months
or
Honorarium/month = PC ÷ no. of HH ÷ 12 mos
c) Monthly tariff rate = O&M/mo. + PC/mo
Note:
In setting the fixed tariff rate, we can use the minimum income and expenditures of each
household based on results taken from the social survey. Further, an expense for the use
of kerosene is also one of the baselines for calculating the monthly tariff. This is both
applicable to micro-hydro and Solar PV projects.
For distributive justice (helping the poor satisfy their basic needs) and economic
efficiency, the usage charge is the most important component of a tariff. The usage
charge also allows customers the opportunity to reduce their charges to as low a level as
desired. A fixed tariff should be consistent with helping the poor satisfy their basic
needs; wise application of the “usage charge” brings this goal all the more within reach
for those who would need it the most..
Usage charge is quite fair compared to other tariff settings since the billing is
objectively based on the amount of electricity used which is monitored from each
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Annex 5
household via the electric meter. However, in some barangays usage of the fixed rate
can be a problem especially when it comes to multiple electrical appliance use.
Improper disclosure with regards to the specific number and kind of appliances being
used results in improper power plant operations and maintenance and a struggling
power association (BAPA) that is unable to effectively cope with the project’s
maintenance requirements due to the low collection of monthly tariffs that were based
on false household inventory declarations.
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Annex 6
Annex-6 Official Registration of BAPA
Official Registration of BAPA
Once the BAPA is organized, not only should its roles and purpose be clearly defined
for effective management and collection of monthly tariffs but it should also have a plan
to bring in additional income through the creation of livelihood activities in the area.
Income generation activities will help to improve the living conditions of all residents of
the whole Barangay, not just BAPA members. It will also increase the average income
of beneficiaries allowing for stable operation and maintenance of the system.
Renewable Energy projects are not only for household or lighting purposes. The
excess power can be used also for the livelihood component of the project. And once the
livelihood activities are established and income flow becomes stable, you can register
your BAPA organization as a cooperative in order to secure a legal personality which
can officially help the development of the organization.
How to Organize a Cooperative?
Organizing a cooperative can be both complex and simple. It requires, first of all an
understanding of the basic needs of the cooperative members and demands patience
from the co-organizer who must treat the cooperative goal and objectives, its visions
and long term goals, as a real part of the members’ lives.
What is a Cooperative?
A cooperative is a duly registered association of persons held together by a common
bond of interests, who have voluntarily joined together to achieve a lawful common
social or economic end, making equitable contribution to the capital required and
accepting a fair share of the risks and benefits of the undertaking in accordance with
universally accepted cooperative principles.
What is the benefit of the BAPA registration?
Once you have organized your cooperative, your work does not end there. The
cooperative must obtain a legal identity, so the cooperative can:
 Borrow money
 Sell its goods and services
 Deliver goods
 Enter into business transactions
By forming a cooperative you pool money, human resources and talent to build capital
and work together to produce more goods and raise incomes. Through a cooperative,
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Annex 6
you can look for other sources of loans at low interest rates borrowing from informal
lenders or users. The cooperative can also become a vehicle for marketing your
products.
The Cooperative Development Authority (CDA) is the only government agency
empowered to register all types of cooperatives.
1. What are the types of Cooperative?
The following shows the different types of cooperatives:





Beneficiaries Cooperative -the primary purpose is to procure and
distribute commodities to member and non-member
Producer Cooperative undertake joint production whether agricultural or
industrial
Marketing Cooperative - engages in the supply of production inputs to
members, and markets their product
Service Cooperative engages in medical and dental care, hospitalization,
transportation, insurance, housing, labor, electric
light and power, communication and other services
Multi-Purpose Cooperative- combines two (2) or more of the business activities
of
these different types of cooperative
2. General Steps in forming a Cooperative
Basically, there a six (6) steps in setting up a cooperative.
1). Get Organized
 At least fifteen (15) members
 Determine the common problems and basic needs
 Include addressing production increases, power generation, banking and
insurance and other similar needs
Determining the problems and needs will also help classify the kind of a
cooperative you will be organizing. Even before a coop is set up, a dedicated core
group of people must take care of organizing and handling the necessary paper
work. From this core group, working committees may be formed to keep things
moving. These committees may be given charge of the membership, finance,
executive, and secretariat facets of the coop to name a few.
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Annex 6
2). Prepare a general statement called an “Economic Survey”.
 This statement will help you measure your cooperatives chances of success.
3). Draft the cooperative by-laws
 The by-laws contain the rules and regulation governing the operation of the
cooperative.
4). Draft the articles of cooperation
 Indicates the name of the cooperative, members, terms of existence and other
pertinent details about your cooperative
5). Secure a bond for your accounting officers (normally the treasurer, or treasurer and
the manager)
 The amount of the bond is to be decided upon by the Board of Directors, based
on the initial network of the cooperatives which includes the paid-up capital,
membership fees and other assets of the cooperatives at the time of registration.
6). Register your Cooperative with the Cooperative Development Authority (CDA)
 You must submit four (4) copies each of the Economic Survey, By-Laws, and
articles of Cooperation and Bond of Accountable Officer(s).
3. How to Manage your Cooperative?
By organizing and registering a cooperative, you have taken the first steps towards
helping prospective cooperative members make fuller use of their resources. The next
steps require certain knowledge of management pertaining to the provisions of laws
affecting cooperatives, and most importantly, channeling the coop’s working capital into
productive investments so that they will grow.
Basic Organizational Structure of a Cooperative
 Chairman
 Vice-Chairman
 Treasurer
 Secretary
4. How Soon Should the CDA Act On Your Application for registration?
Within 30 days, upon receipt of the complete documents. If there’s no action within 30
days, the application is considered approved, unless the application itself causes the
delay.
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Annex 6
Two (2) Types of application:
1. Regular lane Application – 1 month to 1 1/2 months (with complete documents)
2. Fast lane Application – I day (with complete documents)
5. What should you do if the Application is denied?
If the application is denied, you may appeal to the Office of the President. If the Office
of the President fails to act within 90 days from the filing of appeal, the application is
automatically considered approved.
6. What Evidence Confirms the Approval of your Application?
If your application has been approved, the CDA will give you a Certificate of
registration. The certificate confirms that your cooperative has been duly registered.
7. Is Cooperative required to be audited annually?
Yes, Cooperatives are subject to an annual audit by an auditor who is independent of the
cooperative being audited and of any subsidiary of the cooperative and is a member of
an accredited professional accounting organization or a cooperative auditor’s
association with similar qualifications.
8. Is there a Need for an Annual Report?
Every fiscal year, an annual report detailing the affairs of the cooperative must be given
to each member, the federation/union of which it is affiliated and the CDA. Failure to
file the annual report may result in the cancellation of the certificate of registration.
9. Can the CDA Intercede on Behalf of a Coops Member?
If the Board of Directors does not call regular or special meetings of the general
assembly, the CDA can, through a petition of 10% of all members, issue an order
directing the board to call such meetings.
The CDA may also call special meetings for the purpose of reporting to the members
the results of an audit, examination, or other investigation of the cooperative ordered or
made by it.
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Annex 7
Annex-7 Simple Bookkeeping and Financial Management
For newly established organizations like the BAPA, basic financial management skills
should be taught and cultivated in accordance with established financial controls to
ensure integrity of the bookkeeping process. Basic skill development should begin in
the critical areas of cash management and bookkeeping.
Importance of Bookkeeping and Accounting:





Aid to Management
 It
provides
financial
information
essential
to
effective
management/organization and work.
 Helps management in planning, organizing, evaluating, controlling or
correcting various business activities.
Reference
 It removes the limitations of memory by recording business transactions
chronologically, serving as a future record and securing the
organization’s financial status.
Basis for Tax Assessment
 It helps in assessing the tax liability of the organization regarding income,
sales and other business taxes.
Evidential matter
 It can serve as potential evidence in the court of law or a legal
investigation
Tool to evaluate management performance
 It helps to know the status and financial condition of the organization
Guidelines of BAPA Financial Management
The Proponent/Implementer shall assist the BAPA in the adoption of guidelines in the
collection, safekeeping and disbursement of collected payments. The following defines
the procedures, among others, how the collected fees shall be deposited for safekeeping
and the manner of maintaining collected payments:
1)
Place of Deposit
The Barangay Power Association (BAPA) should deposit collected fees either
to:
a) Rural Bank operating in the area; or,
b) Local Cooperatives
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Annex 7
2)
Bookkeeping and Reporting.
The BAPA shall record all financial transactions especially the income and
expenses of the organization and prepare regular financial report for
submission to DOE.
The report shall highlight the balance of the collected
funds and the efficiency of the collection.
3)
Payments for Project Sustainability.
The BAPA must be intended exclusively for the maintenance and operation of the
project, and its sustainability. This shall involve repair and maintenance of the RE
systems, payment for the services of the operator of the power plant and other
operational expenses.
Financial Statements
1. Income statement
 reports the revenues earned and all the expenses
 shows the revenues and expenses and the difference (which may be the
net income or net loss)
2. Cash Receipt and Disbursement Report
 Reports the total amount of cash received and total amount of payments
made and the cash balance period
BAPA Financial Forms:
For easy evaluation and auditing of the BAPA Organization financial account, a
standardized form was distributed to each organized BAPA.
1. Individual Ledger Account
This will help the Secretary /Treasurer and the Auditor monitor members-consumers
efficiency in paying their monthly bills. The forms include the details of payments made
by each member-consumer. This form is also applicable both for the fixed rate (without
watt meter) and the consumption rate (with watt meter).
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Annex 7
Financial Balance Sheet
Name of
Beneficiary:
Year : 2008
Total
Balance (P) Outstanding
Balance (P)
Date of
Payment
Payment (P)
Month
Monthly
Billing
Amount (P)
January
(ex .) 100
January 20
50
50
50
February
100
February 1
25
75
125
March
April
May
June
July
August
September
October
November
December
Total
Payment/Balance
P
60
P
P
Annex 7
2. BAPA Account Sheet
This account sheet will enable the association to clearly see the income and expenses incurred
every month. The income column includes the collections per month and other related revenues.
BAPA Monthly Account Sheet
DATE
ITEM
INCOME
(P)
EXPENDITURE
(P)
20,000
5000
1/1/15 Flat Belt
Total
P
P
61
BALANCE
(P)
15000
P
Receipt
Number
Annex 8
Annex-8 Safety measures for the use of electricity
Electricity is a basic part of nature and its one of our most widely used forms of energy.
Despite its great importance in our daily lives, most of us rarely stop to think what life
would be without electricity. Yet like air and water, we tend to take electricity for
granted. Everyday, we use electricity to do many jobs for us—from lighting and
heating/cooling our homes, to powering our televisions and computers. Electricity is a
controllable and convenient form of energy used through a variety of appliances to
generate heat, light and many different forms of power.
In preventing electrical accidents, a little care and vigilance goes along way to help
avoid potential damage. Here are few reminders to keep in mind.
General Safety
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When not using, unplug all small appliances.
Use the correct fuse size. Over or under-sized fuses could start a fire
Never replace a busted fuse with other materials. Wires and other conductors used
in place of the fuses may not be able to isolate the electric circuit in the case of a
short circuit.
Avoid “Octopus Connections”. Overloading might occur if multiple cords are
connected to outlets designed only for one or two plugs.
Secure loose electrical cords. Family members might trip over wires that are
hanging loose along pathways.
If light switches or outlets feel warm when turned on or in use, turn them off. Call
a qualified electrician to immediately check the wiring.
If plugs seem to fit loosely in a wall outlet, check the plugs or the outlet. A loose
or poor electrical connection between the plug and the outlet may cause
overheating.
Pull the plug, not the wire. Pulling the wire itself might cause the insulations and
wires to snap or twist.
Use outlet covers and outlet plates to help prevent electrocution. These can help
prevent electric shock and possible electrocution.
Never try to repair electrical products yourself unless you are a qualified
electrician.
Electrical Safety for Households
Bedroom Safety
 Use light bulbs of specified wattage for lamp or lighting fixture. A bulb of
improper wattage or the wrong type may lead to overloading and cause fire.
 Make sure light bulbs are screwed in securely. Loose bulbs may overheat.
 Don’t place any electrical appliances near water in your sink or bathtub.
Appliances that are used near water should be unplugged when not in use.
 Keep combustible materials away from lamps and other sources of heat. Clothing,
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curtains, newspaper, etc. can burn or catch fire easily.
Living Room Safety
 Keep small metal objects away from TV sets. Paper clips, nails and other small
objects are conductors of electricity. They will cause electric shock.
 If an appliance repeatedly blows a fuse, trips a circuit breaker or causes an electric
shock, unplug it and have it repaired or replaced immediately.
 Don’t run over or tramp on electrical cords under rugs, carpets or furniture.
Walking on or tramping on cords can cause wire breakage and possibly cause a
fire.
 Check all entrainment and computer equipment. Make sure all equipment and
electrical appliances are in good condition and working properly. Look for cracks
in or damage to wiring, plugs and connectors.
Kitchen Safety
 Unplug the toaster or toaster oven before removing any stuck food.
 Use the proper type of plugs for the outlet. If your appliances have three-prong
plugs and your kitchen has only two-conductors outlets, do not cut off the ground
prong (the third/bottom prong) from the plugs; instead, convert your outlet into a
3-wire outlet especially for appliances with motors like refrigerators, washing
machines, air conditioners and the like. Consult a qualified electrician if necessary.
 Never force a plug into an outlet if it doesn’t fit.
 Circuit breakers and fuses should be of the correct size for the circuits. If you do
not know the correct size, have an electrician identify and label the size to be used.
Safety Rules during Rains and Floods
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Power lines sometimes break in bad storms. So beware of and stay away from
fallen power lines.
Never fly your kite near power lines especially on rainy days. A wet kite string is a
conductor of electricity.
If an electric appliance falls into water, unplug it before you retrieve it even if it is
switched off.
Stay away from water while using an electric appliance; you could be electrocuted.
Don’t wash an appliance using water or any other liquid unless the manufacturers’
directions specify that it is safe to do so.
Shut down the main switch if the house is flooded. If flood waters rise
continuously in your area ask your electric company to cut it off.
In case of power failures, turn off and unplug all appliances.
If your hands are wet do not touch electric sockets or any item that is powered by
electricity.
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Department of Energy
Energy Complex
Merritt Road, Fort Bonifacio,
Taguig City, Metro Manila
TEL: 840-14-01 to 21
FAX: 840-18-17